Symetra Financial

Investment Analyst, Multi-Sector - Hybrid, Farmington, CT

Symetra Financial • $109K — $148K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • B.S. degree in economics, finance, mathematics or related field with strong quantitative skills.
  • 2-5 years of relevant experience in a multi-sector investment analyst position, ideally within insurance or asset management.
  • Proficient in Microsoft Suite, Python, SQL or other programming languages.
  • Strong interest and experience in financial markets, especially fixed income markets.
  • Ability to work effectively in a team and communicate ideas clearly.
  • Demonstrated work ethic focusing on meeting deadlines amidst shifting priorities.
  • Excellent written and verbal communication skills.

Responsibilities

  • Oversee management of general account and client portfolios while enhancing investment tools.
  • Evaluate and improve investment processes for efficiency and accuracy.
  • Keep up with industry trends in insurance asset management and conduct ad-hoc research.
  • Collaborate with internal team on enhancing portfolio reporting and performance metrics.

Benefits

  • Hybrid telecommuting arrangements.
  • 401(k) plan with immediate vesting and up to 6% company matching.
  • Paid time off including vacation, sick leave, flex days, and ten paid holidays.
  • Opportunities for community engagement with company matching for donations.
Full Job Description
Symetra has an exciting opportunity to join our team as an Investment Analyst, Multi-Sector!

About the role

This role will support the continued growth of Symetra Investment Management's (SIM) investment portfolio working closely with the investment team to oversee the day-to-day management of the affiliated general account portfolios along with maintaining/improving the platform of investing tools to analyze portfolio strategies.

This is a hybrid work role based in Farmington Connecticut.

What you will do

  • Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools.
  • Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and overall performance. Implement best practices and innovative solutions to streamline workflows and optimize investment decision-making.
  • Keep apprised of emerging industry trends and themes in insurance asset management and perform ad-hoc research projects, in pursuit of portfolio enhancement, as needed.
  • Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance.


What we offer you

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
  • Hybrid telecommuting arrangements
  • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
  • Paid time away including vacation and sick time, flex days and ten paid holidays
  • Give back to your community and double your impact through our company matching
  • Want more details? Check out our Symetra Benefits Overview


Compensation

Salary Range: $109,600 - $148,300 plus eligibility for annual bonus program

Who you are
  • B.S. degree in economics, finance, mathematics or other suitable field with appropriate quantitative skills/background.
  • 2-5 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry.
  • Strong interest and experience in financial markets, preferably across fixed income markets (public and private)
  • Proficiency in Microsoft Suite and in Python/SQL or other coding languages.
  • The ability to work cooperatively and collegially within a small team environment and communicate ideas effectively.
  • A "get it done" work ethic that supports the completion of tasks within specified time constraints, and the ability to adjust to shifting priorities as business conditions warrant, understanding that the work requirements of the position will sometimes embed inflexible deadlines.
  • Excellent written and verbal communication skills.
  • Knowledge of the capital framework for US- and Bermuda-domiciled insurance carriers is preferred but not required.
  • Progression towards CFA or MBA preferred.
  • High school diploma or GED required.


About Symetra Financial

Symetra Financial Corporation is a diversified financial services company based in Bellevue, Washington. The company provides retirement plans, employee benefits, annuities, and life insurance through a national network of benefit consultants, financial institutions, and independent agents and advisors. Symetra was founded in 1957 and became a subsidiary of Sumitomo Life Insurance Company in 2016. The company is publicly traded on the New York Stock Exchange under the ticker symbol SYA. As of December 31, 2020, Symetra had $63.6 billion in assets under management and administration.
Learn more about Symetra Financial
Size
2,400 employees
Industry
Founded
1957

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